Private Wealth was founded in 2010 where it initially started out as a fixed income trading house. Over
the years, we grew to become among the top Fixed Income Investment Advisory and Debt Capital
Market players for leading corporates.
After a long era of serving institutions, we realized that there was a huge gap in the market: Private
investors never had access to the same level of professionalism and expertise as institutional clients. We
saw this and decided that we would be the ones to make that difference so that every single client we
deal with, be it a corporate or an individual, they would get the same level of expertise, professionalism
and service.
To make this possible, we got our Investment Advisory license which enabled us to provide the same
advisory services that we had long offered to institutional clients. This was just the first step in our
journey, a journey that culminated in our company being the first non-bank institution in the country to
get an ASD License (Authorized Securities Dealer). This license enabled us to offer a whole array of new
services to all our clients, from buying and selling all kinds of fixed income assets, be it government
bonds or corporate bonds.
Now, we are on a new journey. A journey to transform the financial services sector in Kenya by
providing better products, better services and extreme professionalism and expertise to not just
institutional investors, but also individual investors and private clients.